Reporting & Data Analyst 1

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

Primerica is seeking a Reporting & Data Analyst to join its Compliance Data Team. In this role, the candidate will create and maintain management reports using tools such as Access, SQL, and Excel, while serving as a key point of coordination between business units and IT teams. The candidate will be responsible for ensuring that system enhancements are effectively designed, thoroughly documented, properly tested, and successfully implemented. Additionally, the role includes troubleshooting issues and providing user training as needed.
This is a hybrid position that requires working 2 days on-site at our Duluth, GA office and 3 days remotely each week.
The Company’s good-faith and reasonable estimate of the range of possible compensation at the time of posting for this position is $45k - $55k annually. Rate may vary based on work location and experiences.
This job is not eligible for sponsorship.

Responsibilities & Qualifications

Responsibilities

• Generate and analyze Life & Securities Surveillance reports covering agent activity, life insurance policies, mutual funds, annuities, and managed account transactions
• Identify and develop new reports or update existing ones based on evolving regulatory requirements and business needs
• Ensure data accuracy and validate the integrity of reports and underlying information
• Communicate key findings, trends, and issues to senior management identified during report analysis
• Prepare and deliver reports, presentations, and briefings for senior leadership as needed
• Maintain comprehensive knowledge of company products, policies, regulatory updates, and areas of regulatory risk
• Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures
• Publish organizational bulletins and manage content distribution. Responsible for processing and coordinating web publishing requests
• Administer system access by granting and revoking user permissions. Manage and maintain Level 88 administration tasks
• Handle and process BISO-related requests
• Communicate effectively with both internal teams and external stakeholders
• Collaborate with cross-functional departments on compliance initiatives and surveillance reporting
• Troubleshoot reporting issues and provide support to team members as needed
• Perform User Acceptance Testing (UAT) to ensure applications meet business and user requirements
• Develop and maintain documentation for procedures, report criteria, testing, and validation processes

Qualifications

Required Skills  

• 1 – 3 years of experience as a Business Analyst or Data Analyst
• Foundational knowledge of SQL, database design, Microsoft Access, and Excel, including experience creating tables, queries, forms, and reports; familiarity with VBA is a plus
• Bachelor’s degree in Business, Information Systems, or a related field, or equivalent professional experience
• Proven ability to collaborate effectively with programmers, coordinators, technical support teams, management, and third-party vendors
• Strong written and verbal communication skills
• Excellent organizational and time management skills, with the ability to work independently and manage multiple tasks, projects, and systems simultaneously

Preferred Education, Experience, Certifications or Licenses, Knowledge, Skills and Abilities

• Series 6, Series 26, and Series 65 licenses are a plus.
• Knowledge of Primerica sales force a plus
• Proficient in MS Office
• PowerBI experience is desired

FLSA status:
This position is exempt (not eligible for overtime pay):

Yes

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.